Peer Group Agenda

Monday, October 21, 2019
7:30 AM - 8:00 AM
Breakfast, Opening Remarks & Introductions
8:00 AM - 8:45 AM
Set Your 2020 Personal and Practice Plans
Dick Cross, WealthCounsel’s CEO, will share insights to help you achieve your personal and
practice goals for the next 12 months. Learn how the Peer Group program will approach
2020 business plan development and strategic planning. Dick will walk attendees through
his “back of the envelope” technique and Vision-Strategy-Execution model to ensure you are
focusing on what matters most and thinking clearly about your law business. You will
receive the V-S-E template as a takeaway to help jumpstart your strategic planning for 2020.
8:45 AM - 9:30 AM
Add, Retain & Delight Your Clients
Thomas M. Fafinkski, professional Peer Group facilitator and Virtus Law Co-Founder, will
share how Peer Group members drive marketing, sales and client retention results. Learn
about the importance of implementing a lead dashboard, which metrics to focus on, how to
leverage the envelope theorem in your practice, and why we are all in the hospitality
industry.
9:30 AM - 10:15 AM
Are You Getting The Most Out of Your Practice?
Nathan W. Nelson, professional Peer Group facilitator and Virtus Law Co-Founder, will teach
attendees how Peer Group members are measuring and tracking productivity for
themselves and their team - and how optimizing your workflow could significantly reshape
your practice.
10:15 AM - 10:35 AM
Break (Hotel Checkout Opportunity)
10:35 AM - 11:20 AM
Maximizing Effectiveness & Measuring Success
Learn how to effectively assemble and manage resources, processes, procedures, and
systems into an office that multiplies your practice’s effectiveness and drives financial results.
Attendees will leave with a deeper understanding of industry standards and which key
metrics are critical to your practice’s success.
11:20 AM - 12:00 PM
Technology Shares
Learn from one another and gain insights on practice management and leadership tools and
technology. Take home a list of solutions to help you improve yourself and your practice.
12:00 PM - 12:15 PM
Break
12:15 PM - 2:15 PM
Lunch & Hot Topics
Come prepared to collaborate with fellow members, professional facilitators and
WealthCounsel staff about your practice’s deepest needs, questions and concerns. Take
home solutions that will help you achieve your personal and professional goals - and expand
your professional network in the process.
2:15 PM - 2:30 PM
Q&A | Closing Remarks